Original filing (PDF)20241122135530NAL0001147939001

THE ROBERTSON MECHANICAL & ELECTRICAL CO., INC.

Name: THE ROBERTSON MECHANICAL & ELECTRICAL CO., INC. — THE ROBERTSON MECHANICAL & ELECTRICAL CO., INC. CASH BALANCE PLAN, Form 5500 (2023)
Creator: THE ROBERTSON MECHANICAL & ELECTRICAL CO., INC.

Form 5500-SF

FILING_RECEIVED

THE ROBERTSON MECHANICAL & ELECTRICAL CO., INC. CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

Knocking points off

Plan is frozen (1I) — no new benefit accrual.

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE ROBERTSON MECHANICAL & ELECTRICAL CO., INC..

Plan sponsor

Name

THE ROBERTSON MECHANICAL & ELECTRICAL CO., INC.

EIN

61-1244209

Address

120 A CARLEY DR · GEORGETOWN, KY · 40324

Phone

(502) 867-0054

Industry

Electrical Contractors· Constructionsee all

Plan administrator